Goalsetter

• Establish and execute an engagement strategy, achieving total program adoption by districts, schools, teachers, students, and parents • Implement Program and Project Management framework to laterally manage cross-functional teams supporting your assigned program • Develop, manage, and coordinate internal processes to ensure that all deliverables meet designated partner needs, and are cohesive/consistent with goals and objectives • Understand overall business priorities of each partner related to your assigned program to ensure services the partners receive are aligned to the intended vision • Oversee all relative program activities including internal and external meetings, events, and classroom sessions • Lead program expansion efforts in collaboration with the sales team • Fluently understand all aspects of Goalsetter products and services, with the ability to support and execute various program deliverables that may include technical implementation or professional development • Manage all partner program results and reporting • Manage program strategy and provide proactive recommendations based on management of process to continually monitor/analyze results • Manage weekly partner meetings, responding promptly to partner communications • Gather and share partner feedback to improve Goalsetter’s product and services

• Develop and execute comprehensive sales strategies to achieve revenue targets and market share growth within the banking and credit union sectors. • Growing and maintaining a healthy sales funnel at all times • Monitor and analyze sales performance metrics, providing regular reports to the executive team via KPI's in the context of the Goalsetter strategic plan. • Present the Goalsetter solution to clients, including product demos and sales presentations. • Understand B2B customer needs and partner with the product, engineering and marketing teams to develop solutions that align with their objectives. • Collaborate with Finance and Customer Success to ensure client solutions are profitable, innovative and effective. • Establish and maintain strong relationships throughout the sales cycle with key clients, acting as a trusted advisor and primary point of contact. • Identify new business opportunities and partnerships to drive growth. • Determine key industry events that Goalsetter should have a presence at and collaborate with Marketing on effective strategies for Goalsetter to optimize sales. • Conduct market research to stay abreast of industry trends, competitive landscape, and emerging technologies. • Represent the company at industry events, conferences, and networking opportunities to enhance brand visibility and reputation. • Work closely with the executive team to align sales strategies with overall business goals and long-term strategy. • Communicate sales plans, progress, and challenges to stakeholders, ensuring transparency and alignment.

• Develop and execute integrated product marketing programs that drive customer acquisition, onboarding, activation, engagement, and long-term retention. • Translate product features into compelling value propositions and user journeys that increase conversion across the funnel. • Build a predictable, repeatable lead‑generation engine focused on high‑intent, high‑quality prospects. • Partner closely with Product and Sales to ensure marketing initiatives align with the product roadmap, customer needs, and revenue goals. • Fill up the top of the funnel with quality leads and own cross-channel acquisition campaigns across paid media, SEO/SEM, email, social, mobile, and in‑product surfaces. • Build and optimize lead‑generation workflows, including landing pages, funnels, nurture sequences, and qualification criteria. • Implement scalable processes to capture, score, and convert leads from both inbound and outbound channels. • Conduct market research, competitive analysis, and usability testing to inform product positioning and GTM strategy.